Stock Opinions by Peter Imhof - Stockchase Experts
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Peter Imhof @

On Stockchase since : Jan 2008

Vice President & Portfolio Manager at AGF Investments Inc

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Stock Opinions by Peter Imhof - Stockchase Experts

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COMMENT
General Market Comment 

January 23, 2019

Market Outlook He is optimistic about the Canadian market. If you look at last year's 10% TSX drop, historically the subsequent market goes up 12% -- good 90% of the time, he says. Canada is very washed out in the energy and financial sectors. Multiples on banks have come down a lot, which should bode well for them. He does not think we are headed to a recession, relative to earnings growth. If we can see some stability, we can see some catch up on values. Small caps got hurt hard last year and he thinks that means a healthy rebound in this space.
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Market Outlook He is optimistic about the Canadian market. If you look at last year's 10% TSX drop, historically the subsequent market goes up 12% -- good 90% of the time, he says. Canada is very washed out in the energy and financial sectors. Multiples on banks have come down a lot, which should bode well for them. He does not think we are headed to a recession, relative to earnings growth. If we can see some stability, we can see some catch up on values. Small caps got hurt hard last year and he thinks that means a healthy rebound in this space.
Unknown
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Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$0.000
Owned Owned
_N/A

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DON'T BUY
Freshii Inc(FRII-T) 

January 23, 2019

It has been a disaster since the IPO. He passed on it after meeting the management team as he thinks the business will have a hard time to hit their target. Margins are tight and operations are challenging. It is hard invest when management does not have a handle on the operations of their business. He would stay away.
food services
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It has been a disaster since the IPO. He passed on it after meeting the management team as he thinks the business will have a hard time to hit their target. Margins are tight and operations are challenging. It is hard invest when management does not have a handle on the operations of their business. He would stay away.
food services
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Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$2.940
Owned Owned
No

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BUY
CGI Group (A)(GIB.A-T) 

January 23, 2019

He likes this large tech company. It has been a slower grower, but they have put in some good earnings -- especially in Europe. He thinks they may introduce a dividend, when they report Q4 results soon. The stock trades at 17 times earnings and it has good growth prospects. He respects the management team.
consulting
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He likes this large tech company. It has been a slower grower, but they have put in some good earnings -- especially in Europe. He thinks they may introduce a dividend, when they report Q4 results soon. The stock trades at 17 times earnings and it has good growth prospects. He respects the management team.
consulting
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Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$86.360
Owned Owned
Yes

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HOLD
Siyata Mobile Inc(SIM-X) 

January 23, 2019

He has a half position in this. He likes it and it is back to his entry level around $0.50. They have a good growth profile. They needed to tighten their balance sheet and they were successful in securing some further financing in a brokered deal -- they will need some working capital. He will continue to hold.
communications/media
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He has a half position in this. He likes it and it is back to his entry level around $0.50. They have a good growth profile. They needed to tighten their balance sheet and they were successful in securing some further financing in a brokered deal -- they will need some working capital. He will continue to hold.
communications/media
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Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$0.470
Owned Owned
Yes

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BUY
He has known the management team since they went public. The two founders own 64% of the company. They came out good earnings and showed a record backlog of orders. They are the leader in their space -- upgrading broadcasting companies. They have one of the largest market shares in the space and are expanding in North America. They pay a nice 4.5% dividend.
electrical/electronic
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He has known the management team since they went public. The two founders own 64% of the company. They came out good earnings and showed a record backlog of orders. They are the leader in their space -- upgrading broadcasting companies. They have one of the largest market shares in the space and are expanding in North America. They pay a nice 4.5% dividend.
electrical/electronic
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Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$15.720
Owned Owned
Yes

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HOLD
It looked like it was going to be taken over, but it did not go forward -- which may have been the driver to the sell off last year. He owns it still and likes how it held up during the market sell off. A good defensive play with a good yield. They have holdings in Texas, where there are lots of growth opportunities. He still likes the management team. Yield 6%.
REAL ESTATE
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It looked like it was going to be taken over, but it did not go forward -- which may have been the driver to the sell off last year. He owns it still and likes how it held up during the market sell off. A good defensive play with a good yield. They have holdings in Texas, where there are lots of growth opportunities. He still likes the management team. Yield 6%.
REAL ESTATE
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Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$6.140
Owned Owned
Yes

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HOLD
Bonterra Resources(BTR-X) 

January 23, 2019

It looks interesting, but is too small for his funds. It has under-performed for the past few years. They are in the right place at the right time, but we need to see some good drill results soon.
Mining
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It looks interesting, but is too small for his funds. It has under-performed for the past few years. They are in the right place at the right time, but we need to see some good drill results soon.
Mining
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Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$2.300
Owned Owned
No

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HOLD
Trevali Mining Corp(TV-T) 

January 23, 2019

A zinc producer that completed a round of financing around $1.30 share price. He started buying around $0.65. They have had some problems with one of the mines out east. You have to be a believer in the zinc commodity market for this one. He has been adding to his position and expects the zinc market to strengthen going forward. Glencore owns about 30% of the company. He thinks it is very cheap here.
Mining
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A zinc producer that completed a round of financing around $1.30 share price. He started buying around $0.65. They have had some problems with one of the mines out east. You have to be a believer in the zinc commodity market for this one. He has been adding to his position and expects the zinc market to strengthen going forward. Glencore owns about 30% of the company. He thinks it is very cheap here.
Mining
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Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$0.330
Owned Owned
Yes

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COMMENT
DIV-T vs AD-T He owns Diversified. He likes their management team and it pays a good dividend. He waits to hear how management will deploy their capital going forward, but likes how management has been prudent with it. The yield is enticing. Alaris has stumbled as of late. He prefers DIV-T.
other services
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DIV-T vs AD-T He owns Diversified. He likes their management team and it pays a good dividend. He waits to hear how management will deploy their capital going forward, but likes how management has been prudent with it. The yield is enticing. Alaris has stumbled as of late. He prefers DIV-T.
other services
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Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$2.970
Owned Owned
_N/A

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COMMENT
Alaris Royalty(AD-T) 

January 23, 2019

DIV-T vs AD-T He owns Diversified. He likes their management team and it pays a good dividend. He waits to hear how management will deploy their capital going forward, but likes how management has been prudent with it. The yield is enticing. Alaris has stumbled as of late. He prefers DIV-T.
Financial Services
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DIV-T vs AD-T He owns Diversified. He likes their management team and it pays a good dividend. He waits to hear how management will deploy their capital going forward, but likes how management has been prudent with it. The yield is enticing. Alaris has stumbled as of late. He prefers DIV-T.
Financial Services
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Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$18.800
Owned Owned
_N/A

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BUY on WEAKNESS
Savaria Corp(SIS-T) 

January 23, 2019

He owned it around $7.50, but exited recently during the market downturn. The multiples were getting too high and margins were getting squeezed. He is waiting for a better point to re-enter than this. Yield 2.9%
other services
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He owned it around $7.50, but exited recently during the market downturn. The multiples were getting too high and margins were getting squeezed. He is waiting for a better point to re-enter than this. Yield 2.9%
other services
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Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$14.570
Owned Owned
No

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PAST TOP PICK
Yangarra Resources(YGR-T) 

January 23, 2019

(A Top Pick Dec 21/17, Down 44%) He entered at $4.70 and still holds a large holding. They just announced a solid earnings quarter and their metrics all improved. BOE production is now 12,500 and he expects that to increase again. He likes the management team. When oil prices dropped below $45, they curtailed their production and smartly acquired land in their core area. It still looks cheap and management has been buying back stock. He will likely look to buy more here.
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(A Top Pick Dec 21/17, Down 44%) He entered at $4.70 and still holds a large holding. They just announced a solid earnings quarter and their metrics all improved. BOE production is now 12,500 and he expects that to increase again. He likes the management team. When oil prices dropped below $45, they curtailed their production and smartly acquired land in their core area. It still looks cheap and management has been buying back stock. He will likely look to buy more here.
0
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Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$2.600
Owned Owned
Yes

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PAST TOP PICK
Photon Control(PHO-T) 

January 23, 2019

(A Top Pick Dec 21/17, Down 36%) It did extremely well until the last few months last year. He started buying around $1.10 and took money off at $2.10. He still owns a small position. About 27% of their market cap is in cash. The CEO recently resigned. He still continues to hold it. The balance sheet looks great and they have huge intellectual property value -- potentially making it a great acquisition target.
electrical/electronic
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(A Top Pick Dec 21/17, Down 36%) It did extremely well until the last few months last year. He started buying around $1.10 and took money off at $2.10. He still owns a small position. About 27% of their market cap is in cash. The CEO recently resigned. He still continues to hold it. The balance sheet looks great and they have huge intellectual property value -- potentially making it a great acquisition target.
electrical/electronic
0 0 0 0 0
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Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$1.180
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick Dec 21/17, Down 76%) They exited this position. He entered around $0.80 and exited a large position around $1.80. The company faced a down turn in October after they had revenue recognition issues and contracts that had been signed and that is when they exited. He needs to see management prove up revenues before re-entering.
computer parts mnfctr
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(A Top Pick Dec 21/17, Down 76%) They exited this position. He entered around $0.80 and exited a large position around $1.80. The company faced a down turn in October after they had revenue recognition issues and contracts that had been signed and that is when they exited. He needs to see management prove up revenues before re-entering.
computer parts mnfctr
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Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$0.330
Owned Owned
No

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WATCH
Roxgold Inc(ROXG-T) 

January 23, 2019

He has looked at it in the past. A portfolio manager change with a few key mutual funds may have resulted in the stock priced getting hurt as they sold out of their positions. They have done a good operational job, but it is a little too small for him. He is going to take a closer look going forward.
precious metals
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He has looked at it in the past. A portfolio manager change with a few key mutual funds may have resulted in the stock priced getting hurt as they sold out of their positions. They have done a good operational job, but it is a little too small for him. He is going to take a closer look going forward.
precious metals
0 0 0 0 0
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Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$0.750
Owned Owned
No

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